This article explains how to generate a Superbill using the Special Register/Ledger Report in BestNotes, providing contacts with the billing data they need for insurance submission.

Permissions Required

• Reports
• Ledger - Report All Providers
• Ledger - Pay Rates

Generating a Superbill with the Register/Ledger Report

If you do not have the necessary permissions (Reports, Ledger - Report All Providers, Ledger - Pay Rates), contact your BestNotes System Administrator.

Setting Up the Superbill Data Form

1. Create a data form in BestNotes titled "Superbill".
2. Add fields for Provider NPI and any other information you would like included in the contact's superbill header.
   

Adding Superbill Data to a Contact

1. Add the Superbill data form to the contact and fill out superbill header information appropriate for this contact.

Running the Register/Ledger Report

1. Run the Register/Ledger report.
2. Add any filters desired.
3. Set Group By to: Contact then: None.

If sending the Superbill through the portal from the Reports or client's profile screen:

Example of Register Ledger report for a contact using the Superbill data form.